Roadmap

What's live, what's in build, what's next

This page carries no dates we can't support. Everything under "live today" is running in the product right now.

Live today

16 modules across five departments, plus the surfaces that tie them together: the Margin board with its confidence flags, the intake engine that reads bank statements, payroll, invoices and timesheets (CSV, TSV, TXT and PDF), and the read-only Operator that answers questions across the whole workspace and shows its sources.

New Business

Win the work

  • Upwork Business Developer
  • Client Discovery

Delivery

Scope it and ship it

  • Technical Business Analyst
  • Projects & Time
  • QA Voice
  • Client Portal

Money

Know what it earned

  • Margin
  • Intake
  • Accounting
  • Payments

People

Hire, track, review

  • Hiring
  • Team Check-ins
  • Reviews

Brain

Everything you rely on

  • Second Brain
  • Document Manager
  • Templates

In development

Built or in build, and deliberately not sold as live until they are.

UGC Maker

Short-form content production for client campaigns. The module exists in the backend and is dark behind an availability flag while it gets finished.

ClickUp Insights

A founder-level view across work that already lives in ClickUp. Also built, also dark, also not sold until it is ready.

Deeper intake

OCR for scanned PDFs, which the intake engine currently refuses with an explanation rather than guessing at, and support for more document types.

Planned

Mobile apps

iOS and Android, after launch. The web app comes first because that is where a service business's working day happens.

Be there when the doors open

Everything under "live today" is what you get on day one. Everything marked live is in the trial today.

Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.